APPLIED INDUSTRIAL TECHNOLOGIES INC — Form 8-K
Filed August 13, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 52/100
What the filing says
Applied Industrial Technologies reported FY2026 net sales of $5.0B (+8.8% YoY), net income of $414.5M ($10.95 EPS, +8.2% YoY), and EBITDA of $618.2M (+10% YoY). Q4 saw record quarterly sales ($1.4B, +10.4% YoY) and EPS ($3.17, +13.2% YoY). For FY27, the company issued guidance of $11.65–$12.15 EPS and 4.0%–6.5% sales growth. Management raised intermediate financial targets to $7B revenue and 14% EBITDA margins over five years, citing M&A pipeline, margin expansion opportunities, and secular tailwinds in MRO and automation.
Why this rating
Strong organic growth (9.7% Q4, 5.4% FY) and margin expansion beat expectations; raised targets signal confidence. However, guidance growth (4–6.5%) moderates from recent performance, and targets are 5-year forward-looking. Modest significance relative to ~$9.1B market cap.
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